'test/process/lead2opportunity2win.yml',
'test/process/merge_opportunity.yml',
'test/process/cancel_lead.yml',
- 'test/ui/lead_form.yml',
+ 'test/ui/onchange_events.yml',
],
'installable': True,
'active': False,
self._action(cr, uid, cases, state)
return True
+ #DEAD Code
def remind_partner(self, cr, uid, ids, context=None, attach=False):
return self.remind_user(cr, uid, ids, context, attach,
destination=False)
+ #DEAD Code
def remind_user(self, cr, uid, ids, context=None, attach=False, destination=True):
mail_message = self.pool.get('mail.message')
for case in self.browse(cr, uid, ids, context=context):
<?xml version="1.0" encoding="utf-8"?>
<openerp>
- <data noupdate="1">
+ <data>
<record id="base.user_demo" model="res.users">
<field name="groups_id" eval="[(4,ref('base.group_sale_salesman'))]"/>
</record>
<field name="res_id" ref="crm.menu_crm_case_categ_meet"/>
</record>
+ <record model="crm.case.section" id="section_sales_marketing_department">
+ <field name="name">Sales Marketing Department</field>
+ <field name="code">Sales Marketing</field>
+ <field name="parent_id" ref="crm.section_sales_department"></field>
+ </record>
+
</data>
</openerp>
<?xml version="1.0"?>
<openerp>
- <data noupdate="1">
+ <data>
<!-- Demo Leads -->
<record id="crm_case_itisatelesalescampaign0" model="crm.lead">
<field name="type_id" ref="crm.type_lead1"/>
<field name="user_id" ref="base.user_root"/>
<field eval="'The Oil Company'" name="partner_name"/>
<field eval="'draft'" name="state"/>
- <field name="section_id" ref="crm.section_sales_department"/>
+ <field name="section_id" ref="crm.section_sales_marketing_department"/>
<field eval="'Luc Latour'" name="contact_name"/>
<field name="title" ref="base.res_partner_title_sir"/>
<field eval="'Training Manager'" name="function"/>
<field eval="'Bruxelles'" name="city"/>
<field name="country_id" ref="base.be"/>
<field eval="'draft'" name="state"/>
- <field name="section_id" ref="crm.section_sales_department"/>
+ <field name="section_id" ref="crm.section_sales_marketing_department"/>
<field eval="'(333) 715-1450'" name="mobile"/>
<field eval="1" name="active"/>
<field name="categ_id" ref="crm.categ_oppor1"/>
-
!assert {model: crm.lead, id: crm.crm_case_itisatelesalescampaign0, string: Lead is in pending state}:
- state == "pending"
+-
+ I Escalate the Lead to Parent Team.
+-
+ !python {model: crm.lead}: |
+ self.case_escalate(cr, uid, [ref("crm_case_itisatelesalescampaign0")])
+
+-
+ I mark as lost the Lead.
+-
+ !python {model: crm.lead}: |
+ self.case_mark_won(cr, uid, [ref("crm_case_itisatelesalescampaign0")])
+
+
-
- Customer would like to purchase our product. so He send request by email to our mail server.
+ Customer interested in our product. so He send request by email to get more details.
-
Mail script will be fetched him request from mail server. so I process that mail after read EML file
-
-
+ In order to test convert customer lead into opportunity,
+-
I open customer lead.
-
!python {model: crm.lead}: |
self.case_open(cr, uid, [ref("crm_case_qrecorp0")])
-
- I check lead is in open stage.
+ I check lead is in open.
-
!assert {model: crm.lead, id: crm.crm_case_qrecorp0, string: Lead in open state}:
- state == "open"
assert lead.partner_id.id == ref("base.res_partner_agrolait"), 'Partner missmatch!'
assert lead.stage_id.id == ref("stage_lead1"), 'Stage of opportunity is incorrect!'
-
- Now I start Communication by phonecall with customer.
+ Now I start Communication and schedule phonecall with customer.
-
!python {model: crm.opportunity2phonecall}: |
import time
'name': "Bonjour M. Jean, Comment êtes-vous? J'ai obtenu votre demande. peut-on parler au sujet de ce pour quelques minutes?"}, context=context)
self.action_schedule(cr, uid, [call_id], context=context)
-
+ I check that phonecall is scheduled for that opportunity.
+-
+ !python {model: crm.phonecall}: |
+ ids = self.search(cr, uid, [('opportunity_id', '=', ref('crm_case_qrecorp0'))])
+ assert len(ids), 'phonecall is not scheduled'
+
+-
+ Now I schedule Meeting with Customer.
+-
+ !python {model: crm.lead}: |
+ self.action_makeMeeting(cr, uid, [ref('crm_case_qrecorp0')])
+
+-
After communicated with customer, I put some notes with Contract details.
-
!python {model: crm.add.note}: |
assert lead.state == 'done', 'Opportunity is not in done state!'
assert lead.stage_id.name == 'Won', ' Stage of Opportunity is not win!'
assert lead.probability == 100.0, 'probability revenue should not be 100.0!'
+
+-
+ I convert mass lead into opportunity customer.
+-
+ !python {model: crm.lead2opportunity.partner.mass}: |
+ context.update({'active_model': 'crm.lead', 'active_ids': [ref('crm_case_itdeveloper0')]})
+ id = self.create(cr, uid, {'user_ids': [ref('base.user_root')], 'section_id': ref('crm.section_sales_department')}, context=context)
+ self.mass_convert(cr, uid, [id], context=context)
+
res_id = self.create(cr, uid, {'name': "vos chances sont fusionnés en un seul"}, context=context)
self.action_schedule(cr, uid, [res_id], context=context)
+-
+ I schedule Meeting on this phonecall.
+-
+ !python {model: crm.phonecall}: |
+ self.action_make_meeting(cr, uid, [ref("crm.crm_case_phone06")])
+
+-
+ I setting Phone call to Held (Done).
+-
+ !python {model: crm.phonecall}: |
+ self.case_close(cr, uid, [ref("crm.crm_case_phone06")])
+-
+ I check that the hone call is in 'Held' state.
+-
+ !assert {model: crm.phonecall, id: crm.crm_case_phone06, string: Phone call Helded}:
+ - state == "done"
+
+++ /dev/null
--
- I check onchange event of partner address on lead form.
--
- !python {model: crm.lead}: |
- action = self.onchange_partner_address_id(cr, uid, ref("crm_case_qrecorp0"), ref("base.res_partner_address_notsotinysarl0"), email=False)
- assert action['value']['country_id'] == 20, "Country name not True"
- assert action['value']['phone'] == '(+32).81.81.37.00', "phone number is wrong"
-
--- /dev/null
+-
+ I call onchange event to change partner address for lead.
+-
+ !python {model: crm.lead}: |
+ action = self.onchange_partner_address_id(cr, uid, ref("crm_case_qrecorp0"), ref("base.res_partner_address_notsotinysarl0"), email=False)
+ assert action['value']['country_id'] == 20, "Country name not True"
+ assert action['value']['phone'] == '(+32).81.81.37.00', "phone number is wrong"
+-
+ I call onchange event to change email "Opt-out" option for Lead.
+-
+ !python {model: crm.lead}: |
+ self.on_change_optout(cr, uid, ref("crm_case_qrecorp0"), True)
+
+-
+ I call onchange event to convert the Opt-out to Opt-in to show email receive preference for lead.
+-
+ !python {model: crm.lead}: |
+ self.on_change_optin(cr, uid, ref("crm_case_qrecorp0"), True)
+
+-
+ I setting next stage "New" for the lead.
+-
+ !python {model: crm.lead}: |
+ self.stage_next(cr, uid, [ref("crm_case_qrecorp0")], context={'stage_type': 'lead'})
+-
+ I call onchange event to assigning won stage for Lead.
+-
+ !python {model: crm.lead}: |
+ stage_id = self.stage_find_won(cr, uid, ref('crm.section_sales_department'))
+ self.onchange_stage_id(cr, uid, [ref("crm_case_qrecorp0")], stage_id, context)
+-
+ I make duplicate the Lead.
+-
+ !python {model: crm.lead}: |
+ self.copy(cr, uid, ref("crm_case_qrecorp0"))
+
+-
+ I Unlink the Lead.
+-
+ !python {model: crm.lead}: |
+ self.unlink(cr, uid, [ref("crm_case_qrecorp0")])
+
+-
+ I call onchange event to change Contact Detail for Phonecall.
+-
+ !python {model: crm.phonecall}: |
+ self.onchange_partner_address_id(cr, uid,[ref("crm.crm_case_phone06")], ref("base.res_partner_address_8invoice"))
+
+
+
+
raise osv.except_osv(_("Warning !"), _("Closed/Cancelled Leads can not be converted into Opportunity"))
return False
- def _convert_opportunity(self, cr, uid, ids, context=None):
+ def _convert_opportunity(self, cr, uid, ids, vals, context=None):
if context is None:
context = {}
lead = self.pool.get('crm.lead')
- partner_ids = self._create_partner(cr, uid, ids, context=context)
- partner_id = partner_ids and partner_ids[0] or False
- lead_ids = context.get('active_ids', [])
- user_ids = context.get('user_ids', False)
- team_id = context.get('section_id', False)
+ partner_id = self._create_partner(cr, uid, ids, context=context)
+ lead_ids = vals.get('lead_ids', [])
+ user_ids = vals.get('user_ids', False)
+ team_id = vals.get('section_id', False)
return lead.convert_opportunity(cr, uid, lead_ids, partner_id, user_ids, team_id, context=context)
def _merge_opportunity(self, cr, uid, ids, opportunity_ids, action='merge', context=None):
def action_apply(self, cr, uid, ids, context=None):
"""
This converts lead to opportunity and opens Opportunity view
- @param ids: ids of the leads to convert to opportunities
-
- @return : View dictionary opening the Opportunity form view
"""
if not context:
context = {}
lead = self.pool.get('crm.lead')
+ lead_ids = context.get('active_ids', [])
data = self.browse(cr, uid, ids, context=context)[0]
- self._convert_opportunity(cr, uid, ids, context=context)
+ self._convert_opportunity(cr, uid, ids, {'lead_ids': lead_ids}, context=context)
self._merge_opportunity(cr, uid, ids, data.opportunity_ids, data.action, context=context)
-
return lead.redirect_opportunity_view(cr, uid, lead_ids[0], context=context)
crm_lead2opportunity_partner()
'section_id': fields.many2one('crm.case.section', 'Sales Team'),
}
-
- def mass_convert(self, cr, uid, ids, context=None):
- lead = self.pool.get('crm.lead')
- if not context:
- context = {}
-
- active_ids = context.get('active_ids')
+ def _convert_opportunity(self, cr, uid, ids, vals, context=None):
data = self.browse(cr, uid, ids, context=context)[0]
-
salesteam_id = data.section_id and data.section_id.id or False
salesman = []
if data.user_ids:
salesman = [x.id for x in data.user_ids]
-
+ vals.update({'user_ids': salesman, 'section_id': salesteam_id})
+ return super(crm_lead2opportunity_mass_convert, self)._convert_opportunity(cr, uid, ids, vals, context=context)
+
+ def mass_convert(self, cr, uid, ids, context=None):
value = self.default_get(cr, uid, ['partner_id', 'opportunity_ids'], context=context)
value['opportunity_ids'] = [(6, 0, value['opportunity_ids'])]
self.write(cr, uid, ids, value, context=context)
- context.update({'user_ids': salesman, 'section_id': salesteam_id})
return self.action_apply(cr, uid, ids, context=context)
crm_lead2opportunity_mass_convert()
# vim:expandtab:smartindent:tabstop=4:softtabstop=4:shiftwidth=4:
context = {}
lead = self.pool.get('crm.lead')
lead_ids = context and context.get('active_ids') or []
- for data in self.browse(cr, uid, ids, context=context):
- partner_id = data.partner_id and data.partner_id.id or False
- partner_ids += lead.convert_partner(cr, uid, lead_ids, data.action, partner_id, context=context)
- return partner_ids
+ data = self.browse(cr, uid, ids, context=context)[0]
+ partner_id = data.partner_id and data.partner_id.id or False
+ partner_ids = lead.convert_partner(cr, uid, lead_ids, data.action, partner_id, context=context)
+ return partner_ids[lead_ids[0]]
def make_partner(self, cr, uid, ids, context=None):
"""
This function Makes partner based on action.
"""
- partner_ids = self._create_partner(cr, uid, ids, context=context)
- return self.pool.get('res.partner').redirect_partner_form(cr, uid, partner_ids[0], context=context)
+ partner_id = self._create_partner(cr, uid, ids, context=context)
+ return self.pool.get('res.partner').redirect_partner_form(cr, uid, partner_id, context=context)
crm_lead2partner()
projects / odoo / odoo.git / commitdiff